Pingping Medley
Investment Advisor Representative with Transamerica Financial Advisors, Inc
- Role
- Executive Marketing Director at World Financial Group (WFG)
- Location
- Redwood City, CA, US
- LinkedIn followers
- 500 followers
About Pingping Medley
TFA’s mission is to enhance the present and future economic well-being of its clients and representatives.\"No one plans to fail, people just fail to plan!\"With a unique and diverse professional background, demonstrated analytical skills, and proven strategic thinking, I\'m devoted to sharing financial knowledge with you and helping families understand how money works, being your trusted investment advisor representative, and helping your family build a solid financial future!
Experience
Executive Marketing Director
Aug 2018 — Present · San Francisco, CA, US
Building a team to campaign on Financial Literacy and live the dream together- Taught Personal Finance Workshop series for UC Berkeley, UCSF Medical center, UC Davis, High schools, Libraries, Flextronics, Churches, San Francisco Department of Transportation- Build 6 agencies in Financial Education Industry
Education
Anhui University
B.S., Analytical Chemistry
1993 — 1997
University of Science and Technology of China
M.E., Enviromental Chemistry
2000 — 2003
University of Florida
M.S., Management
2005 — 2006
University of Florida
MBA, Concentrations: Marketing, Finance, Decision Information Science
2006 — 2008
University of Florida
M.S., Analytical Chemistry
2003 — 2007
Skills
- Business Development
- Business Intelligence
- Marketing Management
- Market Research
- Financial Planning
- Saas
- Public Speaking
- Estate Planning
- Marketing Strategy
- Tax-Advantaged Investment Strategies
- College Financial Aid Planning
- Quantitative Analytics
- Management
- Go-to-Market Strategy
- Cloud Computing
- Social Networking
- Analytics
- Retirement Planning
- Strategy
- Business Strategy
- Enterprise Software
- Competitive Analysis
- Market Intelligence
- Consulting
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